Sequoia Financial Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History

Sequoia Financial Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$45.12 - $46.23 $760,858 - $779,576	16,863 Added 334.05%	21,911 $1.01 Million
Q1 2025 Apr 23, 2025	BUY	$44.72 - $46.25 $27,771 - $28,721	621 Added 14.03%	5,048 $232,000
Q4 2024 Aug 08, 2025	SELL	$45.07 - $47.1 $788,003 - $823,496	-17,484 Reduced 79.8%	4,427 $200,000
Q4 2024 Feb 07, 2025	BUY	$45.07 - $47.1 $199,524 - $208,511	4,427 New	4,427 $200,000
Q1 2024 Apr 30, 2024	SELL	$45.02 - $46.27 $1.11 Million - $1.14 Million	-24,712 Reduced 74.49%	8,465 $385,000

Q4 2023 Jan 25, 2024	BUY	$42.6 - $46.25 $1.41 Million - $1.53 Million	33,177 New	33,177 $1.53 Million

848

687M

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